Breadcrumbs

Retirement

Updates

In 2016, we surveyed members regarding the upcoming closure of the IRS determination letter program for individually designed qualified retirement plans. Recently, the IRS announced in Notice 2018-24 that they would receive comments from the public on recommendations to expand the determination letter program for individually designed plans during 2019 to certain circumstances beyond initial plan qualification and termination… More

This morning, ERIC submitted comments to the District of Columbia's Department of Employment Services on its proposed regulations for implementing the Universal Paid Leave Amendment Act of 2016 (UPLA)… More

The Securities & Exchange Commission (SEC) proposed a Best Interest Standard yesterday in what will become a heated discussion over the coming months. The SEC had been rumored for years of issuing a “best interest” standard rule that would apply to broker-dealers and investment advisors… More